POSITION: Group Merchandise Financial Planner
REPORTS TO: Divisional Planning Manager
DIRECT REPORTS: Merchandise Financial Planners and Associate Merchandise Financial Planners
POSITION SUMMARY
The Group Merchandise Financial Planner (Group Planner) is responsible for developing, analyzing, and managing financial plans that support the overall merchandise strategy for a group of divisions. This position ensures that sales, margin, inventory, and profit goals are met by creating robust financial frameworks, collaborating with buying and location teams, and providing actionable insights that drive business performance.
KEY RESPONSIBILITIES
· Support the development of strategic merchandise plans that align with company goals
· Develop and manage pre-season and in-season merchandise financial plans including sales, markdowns, margins, inventory, and open-to-buy
· Reforecast financial plans based on performance trends and market dynamics
· Analyze historical data and current trends to identify risks and opportunities
· Provide insights on category performance, sales trends, and inventory productivity
· Partner with buyers, location planners, and allocation teams to align financial plans with assortment strategies
· Prepare and present financial reports, analysis and recommendations to senior leadership
· Monitor inventory levels and recommend actions to optimize stock-to-sales ratios
· Collaborate with allocation teams to manage replenishment and ensure timely flow of merchandise
· Manage Merchandise Financial Planner(s) and/or Associate Merchandise Financial Planner(s), fostering a high-performance and collaborative culture. Ensure team development through training, performance management, and succession planning
QUALIFICATIONS
· Bachelor’s degree in Business, Finance, Merchandising, or a related field
· 3–5 years of experience in merchandise planning, financial planning, or a related retail position
· Strong analytical skills and proficiency in Excel, planning systems and reporting tools
· Deep understanding of key retail metrics (sales, gross margin, turn, weeks of supply, open-to-buy)
· Excellent communication and presentation skills with the ability to influence cross-functional partners
· Detail-oriented with the ability to manage multiple priorities and meet deadlines
PHYSICAL REQUIREMENTS
· Must have adequate vision, speech, hearing, and physical ability to perform essential job functions, with or without reasonable accommodations
· Must be able to lift up to 20 pounds
· Must have full body rotation and mobility (i.e., bending, stooping, etc.)
Bealls Inc. is a privately held company, rich in tradition,still owned by the founding family . Founded in 1915, Bealls includes over 530 stores and www.beallsflorida.com. Bealls is the destination of choice for casual lifestyle and priced right apparel and home merchandise. Bealls Department Stores and BeallsFlorida.com, are owned and operated by Beall's Department Stores, Inc and Beall's Westgate Corporation. Bealls Outlet Stores, and Burkes Outlet Stores are owned and operated by Bealls Outlet Stores, Inc. , Burkes Outlet Stores L.L.C. , and Burkes Westgate Corporation .
Your Future
Beall's, Inc. is the parent company of Beall's Department Stores, Inc., Beall's Outlet Stores, Inc., Burke's Outlet Stores, LLC, and Beall's Home Outlets. Headquartered in Bradenton, Florida, Beall's, Inc. performs the Distribution, Finance, Information Systems, and Human Resources functions for its retail subsidiaries allowing those companies to concentrate on merchandising, marketing and operations. Beall's, Inc. and its subsidiaries offer exciting opportunities for professional growth in a highly competitive field.
Your Workplace
Beall's employees are encouraged to set and reach their goals; they are empowered to attain high levels of success. The Beall's family of stores is committed to the support and encouragement of each employee. Our tradition includes training and promotion from within. Our strength rests on individual employees reaching their potentials. The contributions of many contribute to the common goal of providing the best customer service possible, every day.
Our criteria for selecting candidates include work experience, education and extra-curricular activities. Beall's believes in equal opportunity for all applicants without regard to gender, religion, race, cultural background or physical characteristics. A diverse workplace benefits everyone and we uphold a tradition of service to our diverse community of customers. In addition, Beall's has a long-standing commitment to a safe, drug-free and smoke-free work environment.